Filed September 23, 2014 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 9-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP2 years Service code 12 · EIN 93-1253576 | Claims processing; Custodial (other t... | $193,705 |
SANTORI & PETERS, INC.1 year Service code 27 · EIN 25-1519434 | Advisory (Plan) | $17,273 |
Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $6,314 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,962 | $47,456-68.5% | $172,739-91.3% | $77,787-80.8% |
| Participation rate | 87.0% | 66.3%+20.7pp | 82.6%+4.4pp | 73.2%+13.8pp |
| Annual return | 23.77% | 35.57%-11.8pp | 802.84%-779.1pp | 32.57%-8.8pp |
| Employer contribution / active EE | $1,314 | $1,574-16.5% | $5,143-74.4% | $2,504-47.5% |
| Participant deferral / active EE | $2,402 | $2,560-6.2% | $5,198-53.8% | $3,967-39.5% |
| Admin fee / account holder | $112 | $81+38.8% | $13,954-99.2% | $100+12.2% |